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Revenue Buildup
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149
The slide uses a scenario-based approach (Conservative vs. More realistic) to estimate EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
69
Uses a waterfall-style buildup calculation to arrive at an incremental revenue requirement.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
116
The table uses a low/high scenario approach to estimate total revenue.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
10
The slide uses a table to build up the revenue calculation and a line chart to visualize the implied growth acceleration.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
19
Uses a waterfall-style logic to build up an estimate of WFG's total impact on Aegon's bottom line.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
98
The slide uses a 'generous' set of assumptions to preemptively counter potential bull-case arguments regarding market penetration.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a structured table to demonstrate the impact of Kalshi on DKNG's sportsbook handle and subsequent revenue.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
11
The FY21 bar is partially hollow/outlined, indicating a forecast (FC).Asos | Investor Day Presentation Deck | 26 slides · ASOS
Conference presentation Investor relations Beat · Key MessagesLoop · Ladder Abstraction1 hit
11
The chart uses a cohort-based revenue buildup visualization.Boohoo | Results Presentation Deck | 42 slides · Boohoo
Conference presentation Investor relations Beat · Key TakeawaysLoop · Voice Of Customer1 hit
59
Uses a simple multiplication framework to estimate revenue upside.Cano Health | SPAC Presentation Deck | 77 slides · Cano Health
Conference presentation Investment bank 1 hit
43
The slide uses a waterfall-style logic to bridge lost retail EBIT to net EBIT increase via channel shift and cost savings.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
11
Uses a bottom-up revenue buildup model for two distinct segments.DraftKings | Results Presentation Deck | 30 slides · DraftKings
Pitch deck Investor relations Beat · Market Size1 hit
19
The chart uses a waterfall-style visualization to show the progression of project value through milestones.Evotec | Investor Day Presentation Deck | 103 slides · Evotec
Conference presentation Investor relations Beat · Evidence & Proof1 hit
36
The slide uses a standard financial bridge format to reconcile historical NOI to a pro-forma figure.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
34
The slide uses a 'plus' sign to illustrate the additive nature of the two revenue streams.Ginkgo | Investor Conference Presentation Deck | 38 slides · Ginkgo Bioworks
Conference presentation Investor relations Beat · Ultimate Achievement1 hit
12
The slide contrasts fixed, predictable Foundry revenue with variable, high-margin downstream value.Ginkgo | Results Presentation Deck | 30 slides · Ginkgo Bioworks
Conference presentation Investor relations Beat · Rising Success1 hit
17
The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
55
Slide 54 of a presentation deck.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
09
Uses a visual addition equation (ModivCare + VRI = Combined) with donut charts to show segment percentage shifts.ModivCare | Mergers and Acquisitions Presentation Deck | 14 slides · ModivCare
Conference presentation Investment bank Beat · Solution & ApproachLoop · Logic Chain1 hit
53
The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
45
Includes illustrative calculations for revenue per mile, fuel consumption, and service costs.Nikola | SPAC Presentation Deck | 58 slides · Nikola
Conference presentation Investment bank 1 hit
31
The slide uses a 'what-if' scenario to justify a target EPS.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
69
Uses a waterfall-style logic to derive an incremental revenue requirement of $29 billion.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
08
Uses a Venn-like visual overlap to represent the progression from initial ICP to broader market penetration.Pitch deck that got Thoughtful AI $20 million from Drive Capital · Thoughtful AI
Pitch deck Strategy consulting Beat · SatisfactionLoop · Quick Win Big Bet1 hit
27
The slide uses a bridge-like structure to justify a margin expansion target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
08
The slide uses a stacked bar chart to show the split between software and data services revenue.See the 15-slide pitch deck for Google-backed lending fintech Miren · Miren
Pitch deck Strategy consulting Loop · Maturity Curve1 hit
13
The slide uses a split-screen approach to contrast two distinct revenue streams: a per-unit model for HCS and a shared-savings model for Episodes of Care.Signify Health | Investor Conference Presentation Deck | 20 slides · Signify Health
Conference presentation Investor relations Beat · Market SizeLoop · Quick Win Big Bet1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
112
The slide uses a hub-and-spoke style diagram to show how hardware/network access and software licenses aggregate into revenue streams.Teladoc | Investor Day Presentation Deck | 140 slides · Teladoc Health
Conference presentation Investor relations 1 hit